We have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services and tax world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient and tax smart methods available.
Melinda Bell, Owner,
Enrolled Agent, Wealth and Tax Advisor
Wealth and Tax Advisor
Kevin Bell, Owner
Enrolled Agent, Wealth and Tax Advisor
Enrolled Agent, Wealth and Tax Advisor
Melissa Downing, Registered Representative
Client Services Manager
Anthony 'Tony' Du
Enrolled Agent, Registered Representative
David Bott
Certified Public Accountant, Personal Financial Specialist
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.